Job Description
Your new company
Join a forward-thinking leading regional firm of Chartered Accountants, renowned for delivering exceptional client service and innovative solutions. You'll work with a portfolio of high-value clients in a culture which is professional, collaborative and built on trust.Your new role
You'll take ownership of the private client tax offering, managing both recurring compliance and one-off advisory projects. This is a hands-on role with real influence and long-term progression.Key responsibilities include:
- Managing and reviewing complex personal tax, CGT, IHT tax returns
- Helping transition from a server-based to a cloud-based system and explore improving efficiencies and effectiveness using AI within the own files
- Advising on consultancy projects such as shareholder exits, demergers, family investment companies and share schemes
- Management of clients and systems
- Helping shape and grow the private client function, including recruitment
What you'll need to succeed
- Strong experience in UK private client/personal tax at Senior Manager level
- Confidence with complex tax issues
- A client-focused, commercially aware approach
- Experience using tax software (currently IRIS)
- Experience in managing a team of personal tax compliance professionals.
- Strong communication skills for client interactions and team collaboration.
- Ability to research and resolve technical tax queries.
What you'll get in return
- Real influence over the private client service line
- An attractive salary and benefits package.
- Flexible working arrangements to support work-life balance.
- Opportunities for professional development and career progression within a supportive environment.
What you need to do nowIf you're looking for a senior private client role with progression, autonomy, and high-quality work, we'd like to hear from you. Apply today to start the conversation.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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